Institutional Ownership Invesco S&P 500 Equal Weight I (RGI)
This table provides information about the institutional ownership of Invesco S&P 500 Equal Weight I (RGI). We have compiled data on the 147 institutions that hold shares in the stock, with a total of 8.64 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
75,608
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 55.45%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
66,484
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 3.52%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
65,198
shares
|
$0
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Private Advisory Group LLC
Redmond, WA |
Apr 11, 2025 Q4 2024 |
64,478
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 5.65%
|
|
|
G&S Capital LLC
|
Apr 25, 2025 Q1 2025 |
58,512
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jan 23, 2025 Q4 2024 |
54,422
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 4.29%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Jan 22, 2025 Q4 2024 |
52,510
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
50,339
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Feb 13, 2025 Q4 2024 |
49,849
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
46,287
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 5.02%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
45,887
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
44,711
shares
|
$0
0.01% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
|
Choice Wealth Advisors, LLC
Waterville, ME |
Apr 11, 2025 Q1 2025 |
42,161
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
39,083
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 16.6%
|
|
|
Access Financial Services, Inc.
|
Apr 17, 2025 Q1 2025 |
34,786
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 2.69%
|
|
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
Feb 13, 2025 Q4 2024 |
33,000
shares
|
$0
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Apr 15, 2025 Q1 2025 |
32,102
shares
|
$0
1.23% of portfolio
|
Q1 2025
Reduced 10.7%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
30,964
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jan 28, 2025 Q4 2024 |
30,407
shares
|
$0
0.86% of portfolio
|
Q4 2024
Reduced 4.34%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
29,403
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Brick & Kyle, Associates
Newtown, PA |
Apr 30, 2025 Q1 2025 |
28,423
shares
|
$0
0.63% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Friedenthal Financial
|
Apr 21, 2025 Q1 2025 |
27,118
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 6.38%
|
|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
Feb 11, 2025 Q4 2024 |
26,914
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 2.43%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
25,804
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 17.71%
|
|
|
Walker Asset Management, LLC
|
Apr 15, 2025 Q1 2025 |
24,700
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.19%
|